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Siebel Field Service Guide > Service Inventory > Setting Up Service Inventory >
Setting Up an Inventory
Follow these procedures to set up an inventory.
To define inventory types
- Navigate to Site Map > Service Administration > Service Inventory.
- Make sure the Inventory Location Types view tab is selected.
- Create an inventory location type record.
- In the Location Type field, select an inventory type.
- Set the parameters for cycle counting, as required. See Inventory Location Types Subview and Configuration of the Cycle Counting Engine.
To create an inventory location
- Navigate to the Inventory screen.
- Add an inventory location record.
- In the Name field, type in the name of the physical inventory location.
The Name field uniquely identifies the inventory location.
- In the Type field, select an inventory location type.
- Enter values for other fields as needed.
To add a product to inventory
- Navigate to the Inventory screen.
- Select an inventory location.
- Click the Product Inventory view tab.
- Add a product record for the selected inventory location.
- In the Product field, select a product.
- Specify Min, Max, and Safety Levels for this product in inventory.
- Specify the cycle counting basis in the ABC and XYZ fields.
To create an inventory level
- Navigate to the Inventory screen.
- Select an inventory location.
- Click the Product Inventory view tab.
- Select a product.
- Click the Inventory Level subview tab.
- In the Inventory Level subview, create an inventory level for the selected product.
- In the Availability field, select a set of Availability and Status values.
To associate an employee with an inventory location
- Navigate to the Inventory screen.
- Select an inventory location.
- In the Ownership field, select Owned from the drop-down list.
- In the Position field, select a position.
The inventory location appears in the My Inventory Locations view for the employee associated with the selected position.
To associate a vendor with an inventory location
- Navigate to the Inventory screen.
- Select an inventory location.
- Click the Vendors view tab and add a vendor record.
- In the Account field, select a vendor account.
To associate an inventory location with an organization
- Navigate to the Inventory screen.
- Select an inventory location.
- In the More Info tab, click the show more button to see more fields.
- In the Organization field, click the select button and select an organization from the Organizations dialog box.
- To set the primary (default) organization for this inventory location, select the Primary field.
- If an organization does not appear in the dialog box, click New and select an organization from the Add Organizations dialog box. Click OK.
- In the Organizations dialog box, click OK.
The organization marked as primary appears in the Organization field.
To define inventory levels
- Navigate to Site Map > Service Administration > Service Inventory.
- Click the Inventory Level Categories view tab.
- Create a new record.
- In the Availability and Status fields, select values.
To define the relationships between inventory locations
- Navigate to the Inventory screen.
- Select an inventory location.
- Click the Relationships view tab and add a relationship record.
- In the Name field, select an inventory location.
- In the Relationship field, select a relationship (Fulfills, Replenishes, or Sublevel).
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Siebel Field Service Guide Published: 21 April 2003 |